VAM
Verity Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,608
| Closed | -$506K | – | 133 |
|
|
2018
Q3 | $506K | Hold |
2,608
| – | – | 0.5% | 42 |
|
|
2018
Q2 | $465K | Buy |
2,608
+300
| +13% | +$53.5K | 0.42% | 43 |
|
|
2018
Q1 | $388K | Sell |
2,308
-315
| -12% | -$53K | 0.35% | 50 |
|
|
2017
Q4 | $427K | Buy |
+2,623
| New | +$427K | 0.32% | 49 |
|
|
2017
Q2 | – | Sell |
-1,983
| Closed | -$268K | – | 134 |
|
|
2017
Q1 | $268K | Buy |
+1,983
| New | +$268K | 0.22% | 81 |
|